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David Kirby

31 Years of Experience
Charleston, WV
Broker

David Kirby is a registered investment advisor, based in Charleston, WV, with 31 years of industry experience.

Location

300 Summers St, Ste 120, Charleston, WV, 25301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a member of the board of trustees for Concord University Foundation and the Secretary/Treasurer for Carnegie Hall Foundation. He dedicates minimal time to these activities, with the Carnegie Hall Foundation role being investment-related.

Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
August 2018 - February 2021 · 2 yrs 6 mos
Bb&t Securities, LLCBroker
August 2018 - February 2021 · 2 yrs 6 mos
J.J.B. Hilliard, W.L. Lyons, LLC
July 2012 - September 2018 · 6 yrs 2 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
June 2012 - September 2018 · 6 yrs 3 mos
Scott & Stringfellow, LLC
September 2004 - July 2012 · 7 yrs 10 mos
Scott & Stringfellow, LLCBroker
September 2004 - July 2012 · 7 yrs 10 mos
Wachovia Securities, LLC
August 2000 - October 2004 · 4 yrs 2 mos
Wachovia Securities, LLCBroker
March 2000 - October 2004 · 4 yrs 7 mos
Davenport & Company LLCBroker
May 1999 - March 2000 · 10 mos
First Union Capital Markets CORP.Broker
June 1994 - March 1999 · 4 yrs 9 mos
State Registrations27 states
ALAZCACODCDEFLGAINKYMDMEMNMONCNJNVNYOHOKPASCSDTNTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Kirby - Financial Advisor | TrueAdvisor